Hobart Private Capital’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-8,255
| Closed | -$284K | – | 155 |
|
2019
Q3 | $284K | Buy |
8,255
+512
| +7% | +$17.6K | 0.19% | 128 |
|
2019
Q2 | $265K | Buy |
7,743
+1,165
| +18% | +$39.8K | 0.18% | 120 |
|
2019
Q1 | $235K | Buy |
6,578
+251
| +4% | +$8.98K | 0.18% | 143 |
|
2018
Q4 | $204K | Buy |
+6,327
| New | +$204K | 0.17% | 139 |
|